See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,681 | $183,963-38.2% | $162,163-29.9% | $152,861-25.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 28.10% | 150.76%-122.7pp | 115.59%-87.5pp | 345.32%-317.2pp |
| Employer contribution / active EE | $2,337 | $6,371-63.3% | $5,614-58.4% | $4,762-50.9% |
| Participant deferral / active EE | $12,119 | $8,034+50.9% | $7,298+66.1% | $5,850+107.2% |
| Admin fee / account holder | $597 | $13,121-95.5% | $10,843-94.5% | $11,596-94.9% |